Daniel Beckerman, financial advisor Ocean Grove NJ

Daniel Beckerman

CRD Number: 4227932
Current Firm: Beckerman Wealth

Daniel Beckerman (CRD# 4227932) is an Investment Advisor Representative working at Beckerman Wealth in Ocean Grove, NJ and has over 23 years of experience in the finance industry.

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Company Name Location Dates Years
Fortune Financial Services Inc. New Brighton, PA Feb 2007 - Current 17
Beckerman Institutional, LLC Long Branch, NJ Nov 2006 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2000
S65 NASAA Investment Advisors Law Examination Mar 2004
Contact Info for Daniel M. Beckerman
Phone Number: 877-892-7738
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    220
    MILLIONS
  • Total Number of Accounts
    588
    ACCOUNTS
  • Average Account Value
    $374,022
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

FL, NJ, NY, TX

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